MSWM

Mader & Shannon Wealth Management Portfolio holdings

AUM $204M
1-Year Est. Return 17.82%
This Quarter Est. Return
1 Year Est. Return
+17.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$6.2M
3
+$4.33M
4
V icon
Visa
V
+$3.91M
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$2.49M

Top Sells

1
+$3.39M
2
+$2.02M
3
+$1.53M
4
AMAT icon
Applied Materials
AMAT
+$1.19M
5
GS icon
Goldman Sachs
GS
+$991K

Sector Composition

1 Healthcare 13.51%
2 Financials 9.98%
3 Consumer Discretionary 7.64%
4 Real Estate 7.28%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-8,116
27
– –
-9,543
1
2